First Trust Index NextG ETF

North American Cloud Service Providers Expand AI Infrastructure, Driving Growth in Enterprise SSD Shipments and Prices

Lenovo announces four major new products to accelerate the implementation of AI factories

Carroll Investors Inc Reduces Holdings in AMD

TrendForce:变动 in International DRAM Spot Prices

Reports suggest that after memory and graphics cards, AMD Ryzen processors may soon face price increases.

Some users report Intel IME driver is causing network failures on Windows 11

Thunderobot Technology to exhibit new products powered by Intel Core Ultra series 3 processors

AMD CEO Lisa Su Says Fears of an AI Bubble Are 'Somewhat Overblown'

Intel holds technology summit in Xi'an, showcasing breakthroughs in AI NAS

Microsoft Windows 11 update reports compatibility issues with Intel discrete graphics

Intel applies for a patent related to spatial reuse to enhance Wi-Fi network efficiency.

Amazon releases new generation self-developed server chip Graviton5, challenging Intel's x86 dominance

Intel partner UMC signs MOU with Polar to expand US manufacturing capabilities

Amazon keeps the pressure on Intel, AMD with 192-core Graviton5 CPU

US bipartisan senators introduce a bill to prevent easing of export restrictions on advanced AI chips to China.

Mizuho analyst reiterates buy rating for Broadcom

Intel Stock Closes Down Over 7% on Supply Shortage Concerns

Amazon Unveils AI Chip to Challenge Nvidia and Google

Asset management firm Amundi reduces its stake in Advanced Micro Devices

Industry Analysis Suggests Accelerated AI Hardware Depreciation May Impact Corporate Capital Efficiency

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

SMX Security Matters

Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

Rich Sparkle

Hoyne Bancorp

Tradr 2X Long ASTS Daily ETF

INTC

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

Intel's stock has surged 95% since December 2024, outperforming Nvidia's 28% increase. The analysis suggests Intel's geopolitical advantages and innovative technology could make it a viable investment despite Nvidia's strong market position. The shift from AI model training to inference may impact Nvidia's margins, while Intel's 18A node offers potential value. The strategic asset allocation approach is recommended for future investments.

- The article analyzes the performance of Nvidia and Intel stocks, highlighting Nvidia's 28% increase and Intel's 95% surge over the past year.  
- It discusses the potential for Intel to capitalize on geopolitical advantages and the evolving semiconductor landscape, particularly as AI transitions from training to inference.  
- The conclusion suggests that while Nvidia is highly valued, Intel's lower valuation presents an opportunity for significant upside, especially if it can demonstrate the viability of its new technology.

Forbes

Intel

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Will Intel Stock Beat Nvidia In The New Year?

AVGO

Allium Financial Advisors LLC increased its stake in Broadcom Inc. by 55.6% in Q2, now holding 5,811 shares worth $1,602,000. Other institutional investors also adjusted their holdings. Insider trading saw significant sales by executives. Analysts have set new price targets for Broadcom, with a consensus "Buy" rating and a target of $391.04. Broadcom's stock opened at $381.03, with a market cap of $1.80 trillion.

Market Beat

Broadcom

Allium Financial Advisors LLC Buys 2,077 Shares of Broadcom Inc. $AVGO

Ålandsbanken analysts support Ericsson's decision not to acquire NEX from Intel, favoring shareholder returns over acquisitions. Intel decided to retain NEX, citing improved prospects within the company.

- Analysts at Ålandsbanken support Ericsson's choice to forgo acquiring NEX from Intel, favoring shareholder returns.  
- The bank highlighted that funds intended for the acquisition can be redirected to shareholders instead.  
- Intel has decided to retain NEX, believing it has improved prospects for success within the company after initially seeking external investors.  

marketscreener

Ålandsbanken Welcomes Ericsson's Decision Not to Acquire NEX from Intel

Citigroup and Goldman Sachs report predict that driven by the open use of Google's TPU and a surge in AI spending, Broadcom's upcoming financial report will once again exceed expectations, with its AI revenue expected to achieve triple-digit growth in the fiscal year 2026. Although OpenAI's "capital expenditures far exceed revenue" model has been pointed out to show signs of a bubble, before the demand cools down, Broadcom, as a core supplier, will continue to benefit from the capital chase for AI

- Citigroup and Goldman Sachs predict strong performance for Broadcom in its upcoming Q4 FY2025 earnings report, driven by Google's TPU expansion and robust AI spending.  
- Citigroup forecasts a 147% year-over-year increase in Broadcom's AI revenue for FY2026, reaching $49.3 billion, while Goldman Sachs anticipates a growth rate exceeding 100%.  
- Despite concerns of a potential bubble in AI spending, both firms maintain positive ratings and have raised target prices for Broadcom, reflecting optimism about its future earnings potential.

Wallstreetcn

Next week, the "Google Chain Core" Broadcom earnings report is coming

On December 4, Eastern Time, Intel options saw a total of 490646 contracts traded, with calls accounting for 72% and puts making up 27%.

- On December 4, Intel options trading reached 490,646 contracts, with call options at 72% and put options at 27%.  
- Significant news includes Intel outsourcing its EMIB packaging technology to Amkor, retaining its NEX unit, and speculation about supplying chips to Apple, all contributing to stock price fluctuations.  
- The most traded option was a put option expiring on December 5, 2025, with a strike price of $41, totaling 20,405 contracts.

LB Option

Trending | INTC Plummets 7% on Thursday, Some Put options Soar 784%

SSNGY

SOXL

CPO (Co-Packaged Optics) technology will reshape the external bandwidth of AI data centers, significantly increasing data transmission speeds and reducing power consumption. Silicon photonics technology is advancing rapidly, and a complete ecosystem has formed in the industry chain. Foundries, chip giants, and server manufacturers are all accelerating their layout of CPO technology, engaging in fierce competition. Companies such as Taiwan Semiconductor, Intel, and Samsung are actively positioning themselves in this field to compete for market dominance

- CPO (Co-Packaged Optics) technology is set to revolutionize external bandwidth in AI data centers by significantly enhancing data transfer speeds and reducing power consumption.  
- The industry is witnessing rapid advancements in silicon photonics, with over 150 companies forming a diverse ecosystem, and major players like TSMC, Intel, and Samsung intensifying their efforts in this field.  
- As CPO technology approaches commercialization in 2027, the competition among foundries, design service providers, and chip manufacturers will shape the future of AI computing infrastructure.

Samsung Electronics 

Taiwan Semiconductor

Direxion Semicon Bull 3X

CPO Harvest Battle, Fully Launched